Last Update: 31 August 2020

The Roger Gibson Five Asset Portfolio obtained a 6.15% compound annual return, with a 10.38% standard deviation, in the last 10 years.

The US Stocks Portfolio obtained a 14.92% compound annual return, with a 13.88% standard deviation, in the last 10 years.

Summary

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Roger Gibson Five Asset Portfolio US Stocks Portfolio
Risk Very High Very High
Asset Allocation Stocks 60% 100%
Fixed Income 20% 0%
Commodities 20% 0%
10 Years Stats Return +6.15% +14.92%
Std Dev 10.38% 13.88%
Max Drawdown -19.29% -20.84%

Last Update: 31 August 2020

Historical Returns

The examinated historical serie starts from January 2007

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1M 3M 6M 1Y 3Y(*) 5Y(*) 10Y(*) MAX(*)
Roger Gibson Five Asset Portfolio +3.08 +9.94 +4.63 +3.78 +4.63 +5.94 +6.15 +4.15
US Stocks Portfolio +7.10 +15.85 +18.93 +21.25 +13.89 +13.82 +14.92 +9.13
(*) annualized

Capital Growth

Time Range:

Drawdowns

Time Range:

Yearly Returns

Yearly return comparison. Common historical serie start from January 2007.

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Year Roger Gibson Five Asset Portfolio US Stocks Portfolio
2020
-2.71% +9.35%
2019
+20.35% +30.67%
2018
-7.26% -5.21%
2017
+12.32% +21.21%
2016
+9.61% +12.83%
2015
-5.77% +0.36%
2014
+3.39% +12.54%
2013
+8.12% +33.45%
2012
+12.31% +16.45%
2011
+0.22% +0.97%
2010
+15.28% +17.42%
2009
+23.98% +28.89%
2008
-29.02% -36.98%
2007
+8.47% +5.37%
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